Business advisory services in the areas of business planning, strategic planning, succession planning and financial analysis.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group housed at our sister-company, United Financial... Read More about Assante Wealth Management

At Investment Planning Counsel, we believe that all wealth management starts with a dream. Our role is to help you develop a financial plan that will allow you to live your dream. Whether your dreams are short-term or long-term, grand or modest, no matter what stage of life you are at, we want to help you live your dream. Dreams... Read More about Investment Planning Counsel

Wealth is created over time. Recognizing this, our approach is one of long-term commitment to our clients. We guide them through all economic conditions in an effort to achieve their financial goals by seeking out and presenting to them the very best investment opportunities available today. Above all, we adhere diligently to the investment philosophy of buying excellent businesses in... Read More about Berkshire Group